Skip to content
Please upgrade your web browser now. Internet Explorer 6 is no longer supported. More info >
Xero - The worlds easiest online accounting system

Intro to Xero Cashbook for Financial Advisors (Online)

Join us for a free online introduction about how Xero can help Financial Advisors.

Note: Select your time zone from the drop down below to see when each demo is running.

Recommend event:

Description

This introductory session to Xero for Financial Advisors covers the following:

- Who is Xero?
- Overview of Xero Pilot Program for Financial Advisors
- High level walkthrough of Xero Cashbook for an advised client (bank reconciliation, budgets, reports, user roles)
- Security, addons and future directions
- Questions and Answers